Private Wealth Management Group, LLC Vanguard Mid Cap Value Index F Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 820 shares of VOE stock, worth $138,842. This represents 0.04% of its overall portfolio holdings.
Number of Shares
820
Previous 820
-0.0%
Holding current value
$138,842
Previous $132 Million
2.44%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,221Shares Held
70.7MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$775 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$727 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$695 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$552 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$522 Million0.04% of portfolio